Lusona Financial Services have a fantastic opportunity for an experienced Investment Analyst to join a regional Chartered IFA based in Edinburgh to support the investment team which carries out research on collective investments and manages model portfolios for its clients.
Responsibilities will include taking responsibility for investment queries received from advisers and paraplanners on a variety of matters including information on funds, client portfolio risk assessments, performance reviews, fund information and information on the centralised investment proposition. On a daily basis you will be tasked with the following duties:
- Managing the internal inbox and dealing with queries from stakeholders - including risk assessment of non-model portfolios using the Synaptic risk system
- Rebalance new accounts as part of the migration process for clients moving from advisory to discretionary portfolios
- Administer the teams responsibilities on the switch process including updating models on wrap platforms as well as all associated reports and liaising with paraplanning and admin teams
- Liaise with platforms to ensure the timely addition of potential funds
Ideally, you will currently be working in a similar role, have an understanding of fund analysis, asset allocation and markets. Knowledge of FE Analytics or Morningstar Direct is preferable. This is a fantastic opportunity to join a forward thinking company who is looking for someone who is driven and adaptable to change. The basic salary for this role is negotiable depending on experience, with a fantastic benefits package including pension and study support and the opportunity to progress into fund research and portfolio management.
For more information on this role please contact Laura Randall at Lusona on 01698 535878 or email firstname.lastname@example.org